The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON COM INC COM Stock 023135106 8,516 2,612 SH   SOLE 0 2,612 0 0
INVESCO QQQ TRUST ETF 46090E103 576 1,588 SH   SOLE 0 1,588 0 0
TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 20,042 126,105 SH   SOLE 0 126,105 0 0
VULCAN MATLS CO COM Stock 929160109 1,403 7,640 SH   SOLE 0 7,640 0 0
JOHNSON & JOHNSON COM Stock 478160104 1,697 9,576 SH   SOLE 0 9,576 0 0
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 502 2,205 SH   SOLE 0 2,205 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105 24,334 42,258 SH   SOLE 0 42,258 0 0
ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 1,016 11,728 SH   SOLE 0 11,728 0 0
PROCTER AND GAMBLE CO COM Stock 742718109 1,391 9,101 SH   SOLE 0 9,100 0 0
COCA COLA CO COM Stock 191216100 1,232 19,872 SH   SOLE 0 19,871 0 0
IDEX CORP COM Stock 45167R104 525 2,736 SH   SOLE 0 2,736 0 0
VANGUARD REAL ESTATE ETF ETF 922908553 11,272 104,018 SH   SOLE 0 104,018 0 0
INTEL CORP COM Stock 458140100 292 5,900 SH   SOLE 0 5,900 0 0
WATERS CORP COM Stock 941848103 878 2,830 SH   SOLE 0 2,830 0 0
MERCK & CO INC COM Stock 58933Y105 6,567 80,038 SH   SOLE 0 80,037 0 0
SPDR S&P 500 ETF ETF 78462F103 1,004 2,222 SH   SOLE 0 2,222 0 0
UNITED RENTALS INC COM Stock 911363109 5,906 16,627 SH   SOLE 0 16,627 0 0
CORNING INC COM Stock 219350105 1,220 33,054 SH   SOLE 0 33,053 0 0
EDWARDS LIFESCIENCES CORP COM Stock 28176E108 692 5,875 SH   SOLE 0 5,875 0 0
VERIZON COMMUNICATIONS INC COM Stock 92343V104 287 5,629 SH   SOLE 0 5,628 0 0
FEDEX CORP COM Stock 31428X106 576 2,489 SH   SOLE 0 2,489 0 0
PEPSICO INC COM Stock 713448108 406 2,425 SH   SOLE 0 2,425 0 0
HONEYWELL INTL INC COM Stock 438516106 10,169 52,264 SH   SOLE 0 52,263 0 0
US BANCORP DEL COM NEW Stock 902973304 1,779 33,476 SH   SOLE 0 33,476 0 0
HOME DEPOT INC COM Stock 437076102 2,764 9,233 SH   SOLE 0 9,233 0 0
AUTOMATIC DATA PROCESSING INC COM Stock 053015103 728 3,200 SH   SOLE 0 3,200 0 0
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ETF 46435G243 1,345 54,618 SH   SOLE 0 54,618 0 0
BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 5,316 34,139 SH   SOLE 0 34,139 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 1,110 3,997 SH   SOLE 0 3,997 0 0
SCHWAB U.S. LARGE-CAP ETF ETF 808524201 37,361 693,798 SH   SOLE 0 693,798 0 0
TELEFLEX INCORPORATED COM Stock 879369106 8,292 23,369 SH   SOLE 0 23,368 0 0
MSC INDL DIRECT INC CL A Stock 553530106 315 3,700 SH   SOLE 0 3,700 0 0
CENTENE CORP DEL COM Stock 15135B101 1,350 16,032 SH   SOLE 0 16,032 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 1,238 3,509 SH   SOLE 0 3,508 0 0
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND ETF 92206C409 2,577 32,994 SH   SOLE 0 32,994 0 0
ALPHABET INC CAP STK CL A Stock 02079K305 3,847 1,383 SH   SOLE 0 1,383 0 0
FISERV INC COM Stock 337738108 4,565 45,021 SH   SOLE 0 45,021 0 0
NEWMONT CORP COM Stock 651639106 1,755 22,087 SH   SOLE 0 22,087 0 0
COMCAST CORP NEW CL A Stock 20030N101 5,404 115,413 SH   SOLE 0 115,412 0 0
MICROSOFT CORP COM Stock 594918104 25,050 81,249 SH   SOLE 0 81,249 0 0
CVS HEALTH CORP COM Stock 126650100 1,166 11,525 SH   SOLE 0 11,525 0 0
VANGUARD SMALL-CAP INDEX FUND ETF 922908751 206 970 SH   SOLE 0 970 0 0
VANGUARD MID-CAP INDEX FUND ETF 922908629 298 1,253 SH   SOLE 0 1,253 0 0
NEXTERA ENERGY INC COM Stock 65339F101 386 4,559 SH   SOLE 0 4,559 0 0
NIKE INC CL B Stock 654106103 1,503 11,167 SH   SOLE 0 11,166 0 0
NXP SEMICONDUCTORS N V COM Stock N6596X109 1,737 9,384 SH   SOLE 0 9,383 0 0
AMPHENOL CORP NEW CL A Stock 032095101 11,592 153,840 SH   SOLE 0 153,840 0 0
BLACKROCK CORE BD TR SHS BEN INT CEF 09249E101 390 30,000 SH   SOLE 0 30,000 0 0
CLARIVATE PLC ORD SHS Stock G21810109 838 50,000 SH   SOLE 0 50,000 0 0
KKR & CO INC COM Stock 48251W104 7,434 127,138 SH   SOLE 0 127,138 0 0
VANGUARD S&P 500 ETF ETF 922908363 1,791 4,314 SH   SOLE 0 4,314 0 0
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357 3,106 19,697 SH   SOLE 0 19,696 0 0
ISHARES CYBERSECURITY AND TECH ETF ETF 46435U135 865 20,260 SH   SOLE 0 20,260 0 0
LILLY ELI & CO COM Stock 532457108 1,160 4,050 SH   SOLE 0 4,050 0 0
AIR PRODS & CHEMS INC COM Stock 009158106 8,636 34,558 SH   SOLE 0 34,558 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655 421 2,053 SH   SOLE 0 2,053 0 0
FIDELITY NATL INFORMATION SVCS COM Stock 31620M106 6,139 61,134 SH   SOLE 0 61,134 0 0
MICRON TECHNOLOGY INC COM Stock 595112103 3,624 46,526 SH   SOLE 0 46,526 0 0
CARRIER GLOBAL CORPORATION COM Stock 14448C104 897 19,559 SH   SOLE 0 19,559 0 0
AFLAC INC COM Stock 001055102 228 3,545 SH   SOLE 0 3,545 0 0
FREEPORT-MCMORAN INC CL B Stock 35671D857 5,628 113,148 SH   SOLE 0 113,147 0 0
VANGUARD SMALL-CAP VALUE INDEX FUND ETF 922908611 7,851 44,623 SH   SOLE 0 44,623 0 0
PAYA HOLDINGS INC COM CL A Stock 70434P103 86 14,600 SH   SOLE 0 14,600 0 0
FIRST SOLAR INC COM Stock 336433107 616 7,360 SH   SOLE 0 7,360 0 0
XYLEM INC COM Stock 98419M100 1,071 12,561 SH   SOLE 0 12,561 0 0
VISA INC COM CL A Stock 92826C839 9,468 42,695 SH   SOLE 0 42,694 0 0
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 256 2,539 SH   SOLE 0 2,539 0 0
CANADIAN PAC RY LTD COM Stock 13645T100 219 2,650 SH   SOLE 0 2,650 0 0
MARTIN MARIETTA MATLS INC COM Stock 573284106 385 1,000 SH   SOLE 0 1,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 1,608 4,769 SH   SOLE 0 4,769 0 0
NVIDIA CORPORATION COM Stock 67066G104 386 1,415 SH   SOLE 0 1,415 0 0
ISHARES SHORT TERM CORPORATE BOND ETF 464288646 44,079 852,267 SH   SOLE 0 852,267 0 0
GENUINE PARTS CO COM Stock 372460105 258 2,050 SH   SOLE 0 2,050 0 0
S&P GLOBAL INC COM Stock 78409V104 9,954 24,267 SH   SOLE 0 24,267 0 0
CHURCH & DWIGHT CO INC COM Stock 171340102 949 9,545 SH   SOLE 0 9,545 0 0
AMETEK INC COM Stock 031100100 9,238 69,366 SH   SOLE 0 69,365 0 0
ADVANCED MICRO DEVICES INC COM Stock 007903107 10,234 93,601 SH   SOLE 0 93,601 0 0
HENRY SCHEIN INC COM Stock 806407102 850 9,750 SH   SOLE 0 9,750 0 0
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF ETF 316092808 1,400 11,378 SH   SOLE 0 11,378 0 0
ISHARES CORE S&P 500 ETF ETF 464287200 8,682 19,136 SH   SOLE 0 19,136 0 0
HANCOCK JOHN PFD INCOME FD SH BEN INT CEF 41013W108 324 16,725 SH   SOLE 0 16,725 0 0
WELLS FARGO CO NEW COM Stock 949746101 1,213 25,033 SH   SOLE 0 25,032 0 0
VMWARE INC CL A COM Stock 928563402 3,704 32,526 SH   SOLE 0 32,525 0 0
UNION PAC CORP COM Stock 907818108 886 3,242 SH   SOLE 0 3,242 0 0
ECOLAB INC COM Stock 278865100 6,822 38,640 SH   SOLE 0 38,639 0 0
SALESFORCE INC COM Stock 79466L302 1,104 5,198 SH   SOLE 0 5,198 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102 17,778 30,100 SH   SOLE 0 30,099 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 9,468 69,456 SH   SOLE 0 69,455 0 0
CHEVRON CORP NEW COM Stock 166764100 4,798 29,469 SH   SOLE 0 29,469 0 0
MARKEL CORP COM Stock 570535104 1,301 882 SH   SOLE 0 881 0 0
DANAHER CORPORATION COM Stock 235851102 19,685 67,108 SH   SOLE 0 67,107 0 0
M & T BK CORP COM Stock 55261F104 831 4,900 SH   SOLE 0 4,900 0 0
BK OF AMERICA CORP COM Stock 060505104 1,986 48,169 SH   SOLE 0 48,169 0 0
WALMART INC COM Stock 931142103 435 2,920 SH   SOLE 0 2,919 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101 367 2,825 SH   SOLE 0 2,825 0 0
ORACLE CORP COM Stock 68389X105 300 3,630 SH   SOLE 0 3,630 0 0
RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 1,321 13,334 SH   SOLE 0 13,334 0 0
TEXAS INSTRS INC COM Stock 882508104 5,884 32,070 SH   SOLE 0 32,069 0 0
PFIZER INC COM Stock 717081103 789 15,238 SH   SOLE 0 15,238 0 0
MORGAN STANLEY COM NEW Stock 617446448 328 3,750 SH   SOLE 0 3,750 0 0
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 46434V100 16,978 343,968 SH   SOLE 0 343,968 0 0
3M CO COM Stock 88579Y101 374 2,512 SH   SOLE 0 2,512 0 0
ALPHABET INC CAP STK CL C Stock 02079K107 2,777 994 SH   SOLE 0 994 0 0
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 921908844 206 1,268 SH   SOLE 0 1,268 0 0
ISHARES CORE DIVIDEND GROWTH ETF ETF 46434V621 236 4,414 SH   SOLE 0 4,414 0 0
CATALENT INC COM Stock 148806102 9,998 90,155 SH   SOLE 0 90,155 0 0
SYNEOS HEALTH INC CL A Stock 87166B102 6,699 82,750 SH   SOLE 0 82,750 0 0
IDACORP INC COM Stock 451107106 604 5,238 SH   SOLE 0 5,238 0 0
ROBERT HALF INTL INC COM Stock 770323103 1,907 16,700 SH   SOLE 0 16,700 0 0
PNC FINL SVCS GROUP INC COM Stock 693475105 314 1,700 SH   SOLE 0 1,700 0 0
FIDELITY MSCI REAL ESTATE INDEX ETF ETF 316092857 596 18,404 SH   SOLE 0 18,404 0 0
AMERICAN WTR WKS CO INC NEW COM Stock 030420103 1,845 11,145 SH   SOLE 0 11,145 0 0
EXXON MOBIL CORP COM Stock 30231G102 465 5,625 SH   SOLE 0 5,625 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102 1,648 3,232 SH   SOLE 0 3,232 0 0
SOLAREDGE TECHNOLOGIES INC COM Stock 83417M104 1,399 4,341 SH   SOLE 0 4,341 0 0
ISHARES IBONDS 2022 CORP BOND ETF 46434VBA7 449 17,930 SH   SOLE 0 17,930 0 0
CROWN CASTLE INTL CORP NEW COM REIT 22822V101 10,251 55,529 SH   SOLE 0 55,528 0 0
APPLE INC COM Stock 037833100 7,250 41,519 SH   SOLE 0 41,518 0 0
ISHARES IBONDS 2023 CORP BOND ETF 46434VAX8 441 17,436 SH   SOLE 0 17,436 0 0
ISHARES IBONDS 2025 CORP BOND ETF 46434VBD1 245 9,705 SH   SOLE 0 9,705 0 0
ISHARES IBONDS 2024 CORP BOND ETF 46434VBG4 839 33,415 SH   SOLE 0 33,415 0 0
ABBOTT LABS COM Stock 002824100 10,802 91,262 SH   SOLE 0 91,261 0 0
DISNEY WALT CO COM Stock 254687106 1,717 12,517 SH   SOLE 0 12,517 0 0